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So here’s the thing about my nuclear positions right now — they’re not exactly… crushing it.
For a while I was massively outperforming, then traditional energy caught fire and suddenly nuclear started lagging again. That’s just how rotations work sometimes.
But if you asked me to pick one long-term energy theme I’m still willing to stick with, nuclear would probably still be near the top of the list.
And honestly, it’s not just because of the efficiency story.
I think a lot of people underestimate how much of nuclear’s slower adoption comes down to politics, regulation and decades of entrenched interests.
Traditional energy had a massive head start. Not just in infrastructure, but in influence. Oil and gas companies shaped policy, public sentiment and even the broader fear around nuclear for years.
That matters more than people realize because once public perception hardens, regulation follows right behind it.
The Efficiency Story Isn’t the Whole Story
I still think nuclear wins the long-term math battle.
The problem is that nuclear carries a completely different compliance burden than oil and gas. You’re not talking about a few inspections and paperwork filings.
You’re talking about security systems, nonproliferation safeguards, material tracking and layers of oversight designed around worst-case scenarios.
And whether people like it or not, those systems exist for a reason.
If something goes wrong in a traditional energy project, it’s usually financial damage or environmental cleanup. If something goes wrong with nuclear, you’re potentially dealing with consequences that last decades.
So regulators don’t treat the sector lightly — and that adds enormous cost and friction.
Even when the actual safety data favors nuclear, perception still dominates policy. People think emotionally about catastrophic outcomes, and governments respond to that emotional pressure.
That’s why nuclear always feels like it’s carrying extra weight compared to other energy plays.
Why I’m Still Staying In
Even with all that friction, I still think the long-term setup makes sense.
At some point, rising power demand and infrastructure strain are going to force a broader conversation about scalable baseload energy.
And when that happens, nuclear becomes hard to ignore.
That’s part of why I’m willing to sit through periods where the trade underperforms. The short-term juice may be gone for now, but the structural story hasn’t disappeared.
If anything, it probably just means the timeline is slower than people originally expected.
And zooming out, you can already see pieces of the broader rotation starting to happen. Industrials, utilities and parts of the energy complex are quietly beginning to regain leadership.
Nuclear fits into that longer-duration theme, even if it’s not the hottest thing moving on any given day.
So no, I’m not abandoning the thesis.
I’m just realistic about what comes with it — the regulation, the politics, the public sentiment and the fact that some trades take a lot longer to mature than people want them to.
Now don’t forget to join us at 10 a.m. ET weekdays for Opening Playbook, and at 3:30 p.m. ET Closing Playbook!
Nate Tucci
Tucci Trades
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P.S. While Others Are Winding Down for Summer, I’m Going Hard on My Top 3 Buys for May
You might think things would take their usual turn this year, but you’d be in for a surprise.
In fact, instead of “selling in May” I’m kicking things up a notch with my top 3 buys for the month.
